NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman #494 · 260429
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Jensen explains why NVIDIA has moved from chip-scale to rack-scale design. The problem no longer fits inside one computer — you need GPU, CPU, memory, networking, storage, power, cooling, and software all co-designed.
How NVIDIA became the engine of the AI revolution, the shift from graphics to AI computing, and Jensen's brilliant bets on CUDA and deep learning.
Discussion of NVIDIA's GPU roadmap including Blackwell and Rubin architectures, the pace of innovation, and why each generation matters.
Jensen reflects on NVIDIA's $4 trillion valuation, his leadership philosophy, the importance of willpower and conviction in making bold bets.